Top financial advisors in Kerrville, TX
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you own property in Kerrville or nearby, you need an advisor who understands how property taxes impact your overall financial picture, since Texas has no state income tax but significant property taxes. A common mistake is overlooking how these taxes affect your cash flow and long-term plans.
- Federal tax focus. Confirm how they integrate federal income tax strategies with local tax realities, not just state income tax.
- Property tax modeling. Ask how they factor property taxes into your budget and investment decisions.
- Sales tax awareness. Sales taxes can add up; see if they help you plan for these ongoing expenses.
- Local market knowledge. Advisors familiar with Kerrville’s economy can better align your financial goals with regional opportunities and risks.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Kenneth W
Series 63, Series 65
Kerrville, TX
RBC Capital Markets
Kenneth Watson's 37 years of experience at RBC Capital Markets equip him to address Kerrville's unique tax environment, including property tax impacts on financial planning. His expertise in tax-loss harvesting and wealth management, combined with flat-fee options and service through a large firm, distinguishes him from other advisors by offering tailored strategies for high earners approaching retirement.
Experience: 37 years
Avg account: $1,017,425
-
Joyce M
Series 63, Series 66
Kerrville, TX
Edward Jones
Joyce Mechler's 25 years of experience and Series 63 and 66 credentials equip her to address Kerrville's unique tax environment, including property tax impacts on retirement income and estate planning. Affiliated with Edward Jones, a large firm with over 23,700 advisors, she offers a comprehensive wealth management approach with an AUM fee up to 1.35%, suitable for clients seeking seasoned guidance in a well-established network.
Experience: 26 years
Avg account: $246,728
-
Monte C
Series 63, Series 65
Kerrville, TX
STIFEL
Monte Custer in Kerrville, TX, offers expertise in general retirement and income planning, supported by 50 years of industry experience and Series 63 and 65 licenses. Affiliated with Stifel, a large firm serving diverse clients with proprietary investment strategies, he combines seasoned insight with broad resources, distinguishing him from advisors at smaller firms or with narrower client focuses.
Experience: 51 years
Avg account: $773,556
-
John S
Series 63, Series 66
Kerrville, TX
Strategic Financial Concepts, LLC
John Stevens offers 21 years of experience in Kerrville, TX, with expertise in cash flow and budgeting, crucial for managing property tax impacts in Texas. His firm uses discretionary portfolio management with fundamental and technical analysis, providing tailored investment strategies. Unlike some advisors, he offers flexible fee structures including flat fees and hourly rates, catering to a range of client needs and account sizes.
Experience: 21 years
Avg account: $204,390
-
Patrick M
Series 66
Kerrville, TX
LPL Financial
Patrick Mossman brings over 26 years of experience in wealth management and retirement plans, making him well-equipped to address Kerrville's unique property tax challenges within a comprehensive financial strategy. Operating through LPL Financial, a large firm with extensive resources, he offers flat-fee planning and serves a diverse clientele, which may provide broader investment insights compared to smaller local advisors.
Experience: 26 years
Avg account: $399,489
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Kerrville, TX
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")